We’re taking the tax out of taxing by sending you a reminder to help you get your year-end tasks done on time! Online Credit Unions Before January 6 Perform the final verification of distribution data in the IRA Balance File and HSA Balance File (due to tight deadlines, it is imperative that you complete your verification… Read more »
ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just email us by Wednesday, December 7. We will then send your members an email message on… Read more »
Presented by the Client Services and Education team, these FREE Year-End Trainings will help you learn how to plan for year-end processing. No need to register, simply choose the time that best meets your schedule, and use the link to join! Year-End training for online credit unions: Wednesday, November 30, 11 AM -12 PM ET… Read more »
Attention: Data processing coordinators Accounting managers IRA/HSA coordinators The 2016 Year-End Processing Guide On its way to, or just arrived at, your credit union is a copy of the 2016 Year-End Processing Guide, which provides critical information about your credit union’s responsibilities for year-end and tax-reporting season. If you do not receive the guide this… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS With Tax Day just around the corner, your year-end tax-related duties are almost done! For Online AND Self-Processing Credit Unions Between April 18th and April 20th, verify and make last-minute modifications to contribution (5498) data in the IRA and HSA Balance files. For Self-Processing Credit Unions April 20: deadline… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS IMPORTANT CHANGE: TAX DEADLINE INFORMATION Please mark your calendars with the updated date for final modifications to IRA and HSA balance files, as well as the corrected date for this year’s Tax Day, as noted below for each Year-End Processing Guide. Online Credit Unions Pages 7, 48, 51, and 57… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We’re taking the tax out of taxing by sending you year-end reminders! Online Credit Unions February/March tax-related deadlines: February 1 is the deadline for CU*Answers to furnish 1099 and 1098 forms to members. February 5 is the deadline for final changes to the tax file. During February, perform your routine… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We’re taking the tax out of taxing by sending you reminders to help you get your year-end tasks done on time! Online Credit Unions Between January 1 and January 6 Perform the final verification of distribution data in the IRA Balance File and HSA Balance File. Verify tax file data. Verify 1099-MISC… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Snowflakes aren’t the only thing heading your way this season! Sign up for Xtend’s Year-End Processing Service! Sign up for Xtend’s FREE year-end processing assistance, just another perk of being part of the cuasterisk.com network! Simply fill out the Xtend SRS Year-End Closing Form at the link below and… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t forget to sign up for Year-End Training! Presented by the Client Services and Education team, the FREE Year-End Training will help you learn how to plan for year-end processing. Register for the web-conference that best meets your schedule: Year-End training for online credit unions: Tuesday, December 8, 11-12… Read more »
Visit the newly launched Internet Retailer Support Center online store to find out where you can shop, see what other credit unions are doing, customize your options, load your cart, and even pay instantly via a credit card! Take a look!
Another great Leadership Conference is in the books and you have access to all the materials. Whether you attended or missed it, we’ve got you covered with presentations, photos, videos, collateral, and much more! Take a look!
